Planning your future

Wealth Management

Help and advice to effectively plan your future

Why Smith Eliot?

We’re built on values. Values such as respect, honesty and trust. Earning the long-term trust of our clients has been a guiding principle since this firm was established more than 30 years ago. It’s one of the reasons why so many of our original clients still choose us and recommend us to their family and friends. 

Our goal is to understand you

We have the experience and knowledge to help. We also offer a wide range of first charge mortgages from across the market, which lenders make available to mortgage intermediaries, which means we can provide a solution tailored to your needs. 

Contact us today

Our Services

We specialise in providing high quality personal advice on many aspects of wealth management,
advising clients of widely differing financial resources and of all ages.

Retirement Planning

Carefully chosen products and solutions to achieve the things that matter to you in your ideal timeframe.


Paying off your existing mortgage and switching to another lender.

Equity Release & Home Reversion*

Letting you access the cash tied up in your home.

Intergenerational Mortgages

To enable parents and grandparents to support their children or grandchildren on the property ladder.

Buy-to-Let Mortgages

Designed for landlords (consumer or business) who buy property specifically to rent out.

Commercial Mortgages

If you’re planning to move or expand your business premises.

*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.

Guidance & Advice

Even if you’re just thinking about mortgage options at the moment, we’d be happy to give some initial guidance and advice. 

Call us today to arrange an informal meeting – at a time and a place to suit you.

Contact Us Today

If you would like us to contact you about your financial requirements, please complete your details below or call us on 01572 492370.